Matthew James Wang
Vice President, Private Wealth Manager
Matthew James Wang is a Vice President and Private Wealth Manager with Merrill Private Wealth Management in New York City. Matt provides sustained leadership, advice, and coordination to high-net-worth and ultra-high-net-worth individuals, families, and institutions, helping them accomplish more with their wealth. He recognizes that significant wealth is different—in its scale, opportunities, complexities, and challenges. Working in concert with dedicated specialists, Matt looks to deliver a different kind of client experience—one that reflects the discipline, empathy, and commitment he brings to his role.
Clients from varied paths look to Matt for assistance. Some seek his help in balancing competing priorities and establishing a hierarchy of objectives. Others recognize the need for a written plan to clarify a pathway to their ambitions. And still others appreciate the connectivity that Matt can provide, not only within Merrill Private Wealth Management, but across business lines at Bank of America. To these needs and others, Matt brings the integrity and strength of character to perform at the highest levels. A resolute problem-solver, he is skilled in shepherding large-scale initiatives to a satisfying conclusion. Moreover, his experience as a team leader has refined his abilities to inspire effective collaboration in advancing client aims.
Matt serves as a gateway to a suite of private-wealth services, from tailored portfolio design and trust and estate planning services to pre-liquidity event planning, executive compensation, concentrated and restricted stock strategies, and intergenerational stewardship. He appreciates the distinctive issues associated with varied sources of wealth, including real estate, private equity, hedge funds, private businesses, public companies, and inherited wealth. To each client’s situation, Matt offers a readiness to immerse himself in the details of clients’ financial lives so that he can better support steady progress toward their goals.
Matt has worked at Merrill since 2015. Prior to his current role, he was a Vice President in Global Prime Financing, where he was responsible for Bank of America’s Mercury Prime Brokerage applications, overseeing the Client Experience platform. He earned his M.B.A. from Columbia Business School, where he was the recipient of the Ethan R. Hanabury Student Representative Award for his leadership and service. Matt holds an undergraduate degree in Nuclear Engineering Management from the United States Military Academy. He was a Captain in the United States Army, serving from 2006 to 2015 and earning a Bronze Star Medal for his actions during combat in Afghanistan. His military honors also include the Joint Service Commendation Medal, the NATO Medal, and the Afghanistan Campaign Medal.
Active in his community, Matt is a board member of the Veteran Leadership Development Group. Within Bank of America, he volunteers as the Enterprise Finance Co-Chair for the Military Support & Assistance Group (MSAG) and is also the Program Development Co-Chair with the Parent & Caregiver Network (PCN). Previously, Matt served as a docent at The Alamo.
Matt and his wife Chloe live in Westchester County with their young twins, a boy and a girl. In his free time, Matt likes to play and watch basketball and football. Originally from Guam, he is an avid traveler and is happy to share ideas about Guam or Palau, his parents’ homeland, as well as two of his favorite destinations, Malta and Sicily.
***\*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.***
***\*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.***
Significant wealth is different in its opportunities and challenges. Matthew James Wang appreciates those distinctions.
Matt works closely with wealth creators and their family members, helping them articulate what they want to accomplish and enact a plan to pursue those ambitions. Like any well-constructed plan, his approach is malleable, reflecting the changing conditions of the markets, tax conditions, economic themes, and—most importantly—the evolving life priorities of clients and their loved ones.
A strong leader and empathetic guide, Matt prizes the opportunity to have a positive and lasting impact on clients' lives—to guide them through significant decision points in their wealth so they can enjoy greater confidence and poise in managing their financial affairs.
Matt believes he offers a different kind of approach—one that welcomes high expectations. Here are a few of the ways he strives to deliver an exceptional client experience:
- Leadership: A graduate of West Point and a combat veteran, Matt is accustomed to leading complex initiatives, guiding team members toward shared priorities.
- Empathy: Keenly interested in others, Matt looks to treat clients with the diligence and care he would want for his own family members and friends.
- Immediacy: Matt provides clients with the one-on-one focus and sustained attention that significant wealth requires, limiting his number of client relationships by design.